Built by VerTech. Powered by Microsoft

Unify the Cloud

Mortgage365 brings together the worlds of marketing and sales automation in a stand-alone, made for mortgage CRM solution, built on the Microsoft Ofiice365 platform you already trust and rely on.

Our integrated CRM solution eliminates data silos, allowing you to manage the customer lifecycle within a single pane of glass. In addition, partnerships with leading mortgage software providers, including Encompass, Optimal Blue, Zillow, and more allow our clients to leverage best-in-the-business mortgage tools to drive client engagement without needing to leave the Mortgage365 solution.

Mortgage 365 Features Wheel

VerTech's Mortgage365 CRM

The most comprehensive Mortgage Relationship Management in the industry. Key features include:

  • Supports Retail, Builder & Consumer Direct
  • Manage the Customer Lifecycle in a Single, Intuitive & Modern Tool
  • Integrations Solved - One-Click Solution to Exchange Data
  • Powerful Analytics - Predictive and Prescriptive
  • TRID5, TRID6 Monitoring & Alerting, Field Level Audit
  • No-Compromise Sales & Marketing Automation

Focus less time on the process, and more time on your customers.